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Carl Jerome Carlson

Carl Jerome Carlson

Practice areas:

Securities & Investment Fraud, Trusts, Estate Litigation, Litigation

About Me

We do trust & estate LITIGATION--not planning or transactional work.  AVVO does not have a category for T&E litigation so it incorrectly appears that we handle transational work.  About 40% of our work is trust and estate litigation, and 40% securities/investor litigation.

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Practice Areas

Licensed since 1976

  1. Securities & Investment Fraud: 40%
    21 years
  2. Estate Litigation: 25%
    31 years
  3. Trusts: 25%
    31 years
  4. Litigation: 10%
    37 years

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Contact Info

Tousley Brain Stephens, PLLC

1700 5th Avenue, Suite 2200
Seattle, WA, 98101

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License
StateStatusAcquiredUpdated
WAActive197607/06/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
2011 Super LawyerWashington Law & Politics Magazine2011
AV RatingMartindale-Hubbell1986

Work Experience
TitleCompany NameDuration
Founder,Carlson Dennett, P.S.1995 - Present
Of CounselTalmadge & Cutler1991 - 1995
PartnerLeSourd & Patten, P.S.1978 - 1991
Staff attorneyWashington State Supreme Court1977 - 1978

Associations
Association NamePosition NameDuration
Washington State Bar AssociationBoard of Governors2001 - 2004
Public Investors Arbitration Bar AssociationAssoc. Editor, PIABA Bar Journal; Amicus Committee2001 - Present
WSBA Public Information CommitteeChairman2000 - 2001
FINRAArbitrator1999 - Present
WSBA Rules of Professional Conduct CommitteeMember1999 - 2001
King County Bar AssociationBoard of Trustees1997 - 2000
King County Bar Assn Continuing Legal Education CommitteeChairman1995 - 1996
Washington State Bar AssociationSpecial District Counsel1987 - 1997
King County Bar Assn Legislation CommitteeChairman1984 - 1986
King County Bar AssociationMemberN/A
Public Investors Arbitration Bar AssociationMemberN/A
Washington State Bar AssociationMemberN/A

Legal Cases
Case NameOutcome
Quinault Indian Nation v. KeyBanc et al.$391,766 award in favor of Quinault Indian Nation

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Publications
Publication NameTitleDate
PIABA Bar Journal, Vol. 15, No. 2"The Prospectus Defense in Securities Arbitrations"2008
Securities Arbitration 2006: Taking Responsibility (Practicing Law Institute, 2006).“A Primer on the Unauthorized Practice of Law in Securities Arbitrations: What You Don't Know Can Hurt You”2006
PIABA Bar Journal, Vol. 13“The Unauthorized Practice of Law in Securities Arbitrations: The Times They are a Changin’”2006

Education
School NameMajorDegreeGraduated
Stanford Law SchoolLawJD - Juris Doctor1976
Stanford UniversityN/ABA - Bachelor of Arts1972

Speaking Engagements
Conference NameTitleDate
Securities Fraud: Prosecuting and Defending Securities Fraud Claims & Defense of Regulatory Action“Identifying and Litigating Claims Against Stockbrokers and Investment Advisers”2008
WSBA Annual Trust and Estate Litigation CLE“Identifying and Pursuing Claims Against Stockbrokers and Investment Advisers”2007
Liability of Financial Advisers (The Seminar Group)“Investors—Getting your Money Back”2006
King County Bar Assn 9th Annual Probate Litigation & Ethics CLE“Securities Arbitration: Practice and Procedure"2006
King County Bar Assn 9th Annual Probate Litigation & Ethics CLE"Securities Claims and the Probate Practitioner"2006
Washington State Bar Association "Trust and Estate Litigation" CLEDamages in Trust and Estate Litigation2005
Washington State Bar Assn "Trust & Estate Litigation" CLE"Claims Against Fiduciaries: Law and Theory"2004
King County Bar Assn 7th Annual Probate Litigation CLE"Securities Claims and the Probate Practitioner"2004
National Business Institute CLE, "Stockbroker Fraud"”Sources of Law Governing Stockbrokers”2003
National Business Institute CLE, "Stockbroker Fraud""Securities Arbitration: Practice and Procedure"2003
King County Bar Association CLE, "Money Troubles: Pursuing and Defending Claims Against Stockbrokers and Brokerage Firms"“The NASD Dispute Resolution Arbitration Process”2001
King County Bar Assn CLE, "Probate Litigation and Ethics""Will Contests" [Repeat of 1999 program]2000
National Business Institute CLE, "Stockbroker Fraud""Anatomy of the NASD Arbitration Process"1999
King County Bar Assn CLE, "Probate Litigation and Ethics""Will Contests"1999
King County Bar Assn CLE, "Stockbroker Litigation"“How to Process Claims Against Stockbrokers”1998
Washington State Bar Assn CLE"How to Handle Estate Planning/Probate Litigation"1997
Continuing Legal Education"Probate Litigation" [Repeat]1996
Continuing Legal Education"Stockbroker Blues: Customer Litigation Against Stockbrokers" [Repeat]1996
King County Bar Assn CLE"Probate Litigation"1994
King County Bar Assn CLE"Stockbroker Blues: Customer Litigation Against Stockbrokers"1994